See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $18,840 |
Filed as: JOHN HANCOCK LIFE INS Service code 15 · EIN 01-0233346 | Recordkeeping | $1,118 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,226 | $93,571-35.6% | $135,903-55.7% | $75,163-19.9% |
| Participation rate | 91.2% | 75.2%+16.0pp | 81.9%+9.3pp | 67.2%+24.0pp |
| Annual return | 20.47% | 30.90%-10.4pp | 68.23%-47.8pp | 160.62%-140.1pp |
| Employer contribution / active EE | $3,760 | $3,537+6.3% | $4,856-22.6% | $2,670+40.8% |
| Participant deferral / active EE | $10,782 | $6,404+68.4% | $7,758+39.0% | $4,125+161.4% |
| Admin fee / account holder | $270 | $6,975-96.1% | $10,762-97.5% | $5,651-95.2% |